PROFESSIONAL PROFILE
Gerard is a Certified Financial Planner™ and Chartered Life Underwriter™ dedicated to helping you achieve your financial goals.
Gerard takes into consideration every aspect of your financial life in order to deliver high quality investment advice, guidance and service.
Whether it's personal goals, business goals or a combination of both; he can help. His areas of focus include Investment Management, Retirement Planning, Portfolio Income, Trust and Estate Planning, Life Insurance and Liability Management.
Gerard attended the State University of New York at Albany and received his degree in Business Administration with a Double Concentration in Finance & Management Information Systems. Minor in Economics.
Gerard lives in Davie, FL with his wife of 9 years, Amanda and three boys; Tyler, Dylan & Bennet.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com